8:00 am
Kevin Culligan
Kevin Culligan
Shareholder
Maynard, Cooper, & Gale

8:10 am
The American patent system has continued to be a source of controversy for both the business community and practitioners alike. The eligibility issue continues to offer uncertainty, and the Patent Trial and Appeals Board has been subject to both criticism and praise. During this Keynote Address, gain Chief Judge Susan Braden’s perspective on the changing patent landscape.
Hon. Susan Braden
Chief Judge
U.S. Court of Federal Claims

9:00 am

For years, there has been a consistent downward trend in patent litigation. Companies are shying away from enforcing their patents, and even litigation financing firms have been hesitant to invest in American patent litigation. In this panel, explore the various causes of the litigation plummet.

  • Evaluate the current patent landscape
  • Diagnose the downward trend in patent litigation
  • Formulate strategies for protecting financial innovations
Leslie Spencer
Leslie Spencer
Partner
Ropes & Gray LLP

Steve Klocinski
Senior IP Counsel
Mastercard

Moshe Malina
Director and Chief Patent Counsel
Citigroup

Dan Pirolo
Senior Vice President and Senior Counsel
Synchrony

9:50 am
10:20 am

While the Oil States case has captured significant attention from both practitioners and the media, there are several other important pending patent cases that could have a substantial and long-term impact. This panel discusses several important cases that may alter the patent landscape for the financial services industry.

Jonathan DeFosse
Partner
Fried Frank

Robert Masters
Partner
Fried Frank

David Cunningham
David Cunningham
Assistant General Counsel
The Hartford

Robert Glance
Robert Glance
Senior Vice President and Managing Counsel
Wells Fargo

11:10 am
Cases being addressed by the Supreme Court, as well as recent Federal Circuit rulings in Aqua Products v. Matal and Wi-Fi One v. Broadcom, signal that change is coming to the PTAB, and with it, opportunities for savvy practitioners who are willing and able to adapt. In Aqua Products, for example, the Federal Circuit overturned a PTAB rule that put the burden of proving the patentability of proposed amended claims squarely on patent owners. In the wake of this decision, patent owners have begun to consider pursuing amendments in PTAB proceedings where they had previously overlooked amendment opportunities. In another example, the Federal Circuit’s Wi-Fi One ruling signaled that certain PTAB institution decisions may be subject to appealability on a broader range of issues than previously thought, and practitioners can be expected to test those boundaries. Discuss the opportunities presented by these cases as well as others.
William Jacobson
IP Counsel
Bank of America

Matthew Kelly
Matthew Kelly
Managing Director and Associate General Counsel
CME Group

Jordan Newmark
Litigation Counsel
Miami International Holdings, Inc.

Karl Renner
Partner
Fish & Richardson

Michael Zoppo
Partner
Fish & Richardson

12:00 pm
1:00 pm

Since 2008 when Nakamora Satoshi introduced Bitcoins to the world, the use of cryptocurriences and blockchain technologies have become a disruptor to the financial service industry. This panel provides a brief overview of the technology involved and terminology used and then walks through intellectual property considerations that in-house counsel should take into account from the growth of this new paradigm in asset management tools.

Charles R. Macedo
Partner
Amster, Rothstein & Ebenstein, LLP

Sarah Duda
Assistant General Counsel
CBOE Global Markets

Jim Howard
Vice President, Associate General Counsel, The Clearing House Payment Company LLC;
Associate General Counsel, Askeladden LLC

Milan Jovanovic
VP & Assistant General Counsel
JPMorganChase

1:50 pm

Every year, §101 patent eligibility evolves, and these gradual changes provide new and controversial challenges for both patent attorneys and the financial services industry. As such, financial service companies should maintain an awareness of the recent developments in §101 case law.

  • Address the substantive eligibility issues specific to the financial services industry
  • Discuss eligibility in relation to financial products and services
Marc Butterly
Founder & CEO
Marketmaker Software, ltd

Joe De Frank
Senior Patent Counsel
Wells Fargo

Michael Young
Partner
Finnegan, Henderson, Farabow, Garrett & Dunner LLP

3:10 pm

The current eligibility regime has been criticized for its inherent uncertainty. A number of intellectual property organizations have proposed legislative reforms. In this panel, hear from the thought leaders from various intellectual property organizations and the United States Patent and Trademark Office as they discuss legislative reform and improving 101 eligibility reform.

Joe Matal
Formerly Performed the Functions and Duties of the Under Secretary of Commerce for Intellectual Property and Director of the USPTO

Barbara Fiacco
First Vice President and Chair of the 101 Task Force
American Intellectual Property Law Association

Scott Partridge
Chair of the Intellectual Property Section of the
American Bar Association

Manny Schecter
Member of the Board of Directors of the
Intellectual Property Owners Association

Moderator:

David Pridham
Chief Executive Officer
Dominion Harbor Enterprises, LLC

4:30 pm

Like any asset, patents hold value, can be leveraged, borrowed against, sold, enforced, or licensed. But in order to leverage a patent portfolio defensively to protect a company’s interests, patent holders need to properly plan and develop an effective filing strategy. Understand the issues and trends faced by corporate counsel for developing a patent portfolio and learn best practices for portfolio development that will allow your organization to use IP as a shield to protect against different organizations and risks.

  • Understand the strategies for building a strong defensive patent portfolio by reconsidering patent filings and acquiring new patent assets.
  • Hear how in-house counsel are using strong patent portfolios as protection against various business risks
  • Learn the best practices for handling a patent portfolio during an acquisition or merger
Joe Klinicki
Partner
Condo Roccia Koptiw, LLP

Colm J. Dobbyn
General Counsel
Mastercard

Elizabeth Lester
Elizabeth Lester
Assistant General Counsel, IP
Equifax

5:20 pm

Explore the Effects of Third-Party Litigation Financing

With third party litigation financing becoming more common, the impact on the patent landscape is starting to become visible. During this round table, discuss the effects of third-party financing on both the procedural and substantive law.

  • Evaluate the current litigation financing environment
  • Examine how third-party financing affects settlements
  • Learn strategies for handling litigation funded by third parties
Joe Long
Assistant General Counsel
Wells Fargo

Software Patents in Europe and Block Chain Patenting Trends

Europe continues to offer unique and exciting strategies for in-house counsel in regards to patenting software and other financial innovations. During this roundtable, understand the issues and trends coming out of Europe’s patent system, and learn how block chain is creating interesting patent issues.

Justin Hill
Partner
Dentons

Learn to Protect Your Financial Innovations with Design Patents

While utility patents garner significant attention, the design patent is an effective and efficient strategy for protecting innovation in the financial services industry. Design patents play an important role in protecting the appearance of user interfaces to safeguard brand and customer experience. Discuss the latest developments in design patent preparation and prosecution.

Warren Johnson
Intellectual Property Counsel
Early Warning